See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,637 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $18,408 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO CA, CA 92101 | Contract Administrator | $5,502 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,402 | $48,335+4.3% | $121,098-58.4% | $71,457-29.5% |
| Participation rate | 50.0% | 54.3%-4.3pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | 17.38% | 23.32%-5.9pp | 985.75%-968.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,053 | $1,489-29.3% | $4,164-74.7% | $2,588-59.3% |
| Participant deferral / active EE | $1,915 | $2,754-30.4% | $4,080-53.0% | $4,289-55.3% |
| Admin fee / account holder | $386 | $1,841-79.0% | $5,644-93.2% | $1,587-75.7% |